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PepsiCo

3,422 hedge funds and large institutions have $154B invested in PepsiCo in 2025 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,421 increasing their positions, 1,484 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.89B

1% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 183

0.02% more ownership

Funds ownership: 75.16%75.18% (+0.02%)

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.72B)

4% less repeat investments, than reductions

Existing positions increased: 1,421 | Existing positions reduced: 1,484

2% less funds holding

Funds holding: 3,4773,422 (-55)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
3,422
Holders Change
-55
Holders Change %
-1.58%
% of All Funds
45.87%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.8%
New
184
Increased
1,421
Reduced
1,484
Closed
183
Calls
$2.07B
Puts
$1.89B
Net Calls
+$188M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
2876
Strategic Investment Advisors
Michigan
$286K -$26.9K -181 -9%
IWS
2877
Insight Wealth Strategies
California
$285K -$273K -1,834 -49%
KWS
2878
Keystone Wealth Services
California
$285K -$14.4K -97 -5%
AWP
2879
Accretive Wealth Partners
New Jersey
$285K +$324K +2,179 New
AF
2880
Atala Financial
California
$284K
RW
2881
RVW Wealth
California
$284K +$24.1K +162 +9%
RWP
2882
Revolve Wealth Partners
New Jersey
$284K +$29.5K +198 +12%
SBF
2883
Sara-Bay Financial
Florida
$283K -$74.3K -499 -21%
PPW
2884
Pasadena Private Wealth
California
$283K -$1.49K -10 -0.5%
KFS
2885
Kelly Financial Services
Massachusetts
$283K +$8.63K +58 +3%
WHCI
2886
W.H. Cornerstone Investments
Massachusetts
$283K -$99.1K -666 -26%
IWN
2887
Independent Wealth Network
Iowa
$282K -$2.53K -17 -0.9%
TWM
2888
Tradition Wealth Management
Minnesota
$282K +$8.78K +59 +3%
RHIG
2889
R.H. Investment Group
Arizona
$282K
RIP
2890
Reliant Investment Partners
North Carolina
$282K -$63.6K -427 -19%
MS
2891
Madden Securities
Texas
$281K -$356K -2,390 -56%
NCTC
2892
New Covenant Trust Company
Indiana
$281K -$11.2K -75 -4%
RF
2893
Roxbury Financial
New Jersey
$281K -$12.1K -81 -4%
KSWWM
2894
Keyes Stange & Wooten Wealth Management
Florida
$281K
BWM
2895
Benchmark Wealth Management
Connecticut
$281K
TW
2896
Traveka Wealth
California
$280K +$278K +1,868 New
IWP
2897
Invenio Wealth Partners
Florida
$280K +$4.91K +33 +2%
S
2898
Sunpointe
Missouri
$279K -$61.2K -411 -18%
TVAMP
2899
Tennessee Valley Asset Management Partners
Tennessee
$279K +$5.36K +36 +2%
SPW
2900
Sonoma Private Wealth
California
$279K -$163K -1,095 -37%

PEP Hedge Fund Activity: Q1 2025 in Review

3,422 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2025, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new PEP positions and 183 closed out — a net gain of 1 holder — while 1,421 added to existing stakes and 1,484 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $684M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $861M sold.

  • 3,422 institutional investors held PepsiCo (PEP) as of Q1 2025, down from 3,477 in Q4 2024.
  • Funds reported $154B of PepsiCo stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 184 funds opened new PepsiCo positions in Q1 2025 and 183 closed out, a net change of +1 holder.
  • The largest PepsiCo buyer in Q1 2025 was JP Morgan Chase, an estimated $684M added.
  • The largest PepsiCo seller in Q1 2025 was Fundsmith LLP, an estimated $861M sold.

Based on aggregated 13F filings for Q1 2025.